Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41New |
$2.65K - $2.97K
|
41
$3.38K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$1.94K - $2.17K
|
30
$2.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22New |
$1.42K - $1.59K
|
22
$1.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15+ 0.51% |
$970 - $1.09K
|
2.97K
$245K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$259 - $290
|
4
$330
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$64.7 - $72.5
|
1
$82.4
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
90KNew |
$6.08M - $6.47M
|
90K
$7.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
30.4KNew |
$2.06M - $2.19M
|
30.4K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 10.94% |
$1.1M - $1.17M
|
166K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
6.37K+ 2.53% |
$430K - $458K
|
259K
$21.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.7KNew |
$385K - $410K
|
5.7K
$470K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.16KNew |
$213K - $227K
|
3.16K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.91K+ 954.5% |
$129K - $137K
|
2.11K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76K+ 51.46% |
$119K - $126K
|
5.18K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
869New |
$58.7K - $62.5K
|
869
$71.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
570New |
$38.5K - $41K
|
570
$47K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
545+ 8.14% |
$36.8K - $39.2K
|
7.24K
$597K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
490New |
$33.1K - $35.2K
|
490
$40.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
198New |
$13.4K - $14.2K
|
198
$16.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
188+ 6.27% |
$12.7K - $13.5K
|
3.19K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
150New |
$10.1K - $10.8K
|
150
$12.4K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
122New |
$8.24K - $8.77K
|
122
$10.1K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
87+ 1.21% |
$5.88K - $6.26K
|
7.3K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 9.07% |
$2.7K - $2.88K
|
481
$39.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$67.6 - $71.9
|
1
$82.4
|
|
| Q2 2023 | |||||||
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
251KNew |
$16.4M - $17.5M
|
251K
$20.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
119KNew |
$7.79M - $8.32M
|
119K
$9.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
90K+ 225.0% |
$5.89M - $6.3M
|
130K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
52.7KNew |
$3.45M - $3.68M
|
52.7K
$4.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.8KNew |
$1.42M - $1.52M
|
21.8K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.73KNew |
$441K - $471K
|
6.73K
$555K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.86KNew |
$253K - $270K
|
3.86K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.54KNew |
$232K - $247K
|
3.54K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.27KNew |
$214K - $229K
|
3.27K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.92KNew |
$191K - $204K
|
2.92K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.28KNew |
$83.6K - $89.3K
|
1.28K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.11KNew |
$73K - $77.9K
|
1.11K
$91.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.11KNew |
$72.6K - $77.6K
|
1.11K
$91.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
249New |
$16.3K - $17.4K
|
249
$20.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
187+ 0.44% |
$12.2K - $13.1K
|
42.5K
$3.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
150New |
$9.82K - $10.5K
|
150
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
126New |
$8.25K - $8.81K
|
126
$10.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 0.56% |
$6.55K - $7K
|
18K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$4.58K - $4.9K
|
70
$5.77K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48New |
$3.14K - $3.36K
|
48
$3.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
45+ 1.06% |
$2.95K - $3.15K
|
4.27K
$352K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
45+ 1.06% |
$2.95K - $3.15K
|
4.27K
$352K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13+ 0.4% |
$851 - $909
|
3.28K
$270K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
130KNew |
$8.36M - $9.07M
|
130K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$962K - $1.04M
|
15K
$1.24M
|
|